Branch Manager I - Woodcrest

Altura-Credit-Union

Riverside (CA)

On-site

USD 74,000 - 92,000

Full time

7 days ago

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Benefits offered by this job

Vacation days

Sick days

Holidays

Birthday off

Volunteer events

Social events

Venue discounts

401k match

Annual raise

Wellness incentive

Tuition reimbursement

Awards & incentives

Free checking

Discounted loans

Medical plans

Life insurance

Job summary

Altura Credit Union is seeking a Branch Manager I in Riverside, CA to oversee daily branch operations and lead a team to deliver outstanding member service. You will coach staff, meet sales goals, and ensure regulatory compliance while maintaining a professional branch environment.

The role emphasizes staff development, performance feedback, and effective member interactions to sustain high satisfaction scores and smooth branch functioning.

Qualifications

High school diploma or equivalent required.
Minimum of three (3) years’ supervisory experience in a financial institution.
Minimum of five (5) years’ experience in a financial institution with regulatory knowledge.

Responsibilities

Manage daily branch operations, ensure safety, security, and audit readiness.
Achieve annual sales and production goals while promoting teamwork.
Coach and mentor staff to deliver outstanding member experiences.
Hire, schedule, train, and monitor branch team performance.
Maintain branch image and ensure professional appearance.

Skills

Team leadership

Coaching

Customer service

Education

High school diploma or equivalent

Supervisory experience in financial institution

5+ years in financial services

Job description

The Branch Manager I manages day-to-day branch activities of a level I branch by supervising all team members. Ensures every Member, every time receives a warm and positive experience. Motivates and educates staff to meet and exceed Member’s expectations during each interaction. Responsible for overall achievement, coordination, and maintenance of branch production and satisfaction goals. Develops a branch staff and leadership team through consistent coaching and mentorship.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Responsible for the daily operational functions of the branch, ensuring the safety, security, and soundness of the branch. This includes, but is not limited to, internal control coordination, Human Resource Management (at the staffing level), compliance, security, and loss prevention. Ensures certifications, reviews, verifications, and inspections are completed in accordance with established procedure to guarantee branch attains a satisfactory audit rating.
Responsible for achieving annual sales and production goals for the branch, promoting teamwork, and emphasizing quality Member interactions.
Ensures the branch is consistently delivering excellence in Member service. Provides a model example for Member service to staff and on the spot coaching for excellence in Member interactions, demonstrated by branch Member survey scores averaging the established minimum. This also includes reaching out to Members that have left a detractor comment within two business days. The Branch Manager will act in any branch role necessary to expedite Member transactions and ensure Member wait time is minimal.
Maintains a proficient knowledge of state and federal regulations and a strong knowledge of Altura Credit Union and its Affiliate’s operations procedures. Ensures team members are continuously trained. Performs in accordance with all compliance issues, policies, and procedures.
Resolves escalated Member service complaints and problems and ensures an acceptable level of service recovery is extended.
Hires, schedules, trains, and monitors the workflow of branch team members. Prepares and conducts performance reviews, ensuring team members receive consistent performance feedback through coaching, counseling, and Member survey reviews. Compiles and administers employee direction and correction notices, when applicable.
Preserves the retail and merchandising image of the branch by working closely with marketing to maintain consistency among branches as well as superior appearance of professionalism, cleanliness, and organization.

SUPERVISORY RESPONSIBILITIES

Directly supervises the branch staff. Carries out supervisory responsibilities in accordance with related policies, procedures, applicable state and federal laws, and the credit union’s strategic plan.

EDUCATION, EXPERIENCE and/or QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

High school diploma or equivalent required.
Minimum of three (3) years’ supervisory experience in a financial institution, with the demonstrated ability to motivate, coach, counsel, and train subordinates.
Minimum of five (5) years’ experience in a financial institution, with a proficient level of knowledge regarding regulations, policies, and procedures governing financial services

Why Altura?

WORK-LIFE BALANCE